CCP
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Carmel Capital Partners’s Visa V Stock Holding History

Carmel Capital Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$361K Buy
1,051
+2
+0.2% +$642 0.12% 95
2026
Q1 		$317K Sell
1,049
-15
-1% -$4.82K 0.11% 96
2025
Q4 		$373K Buy
+1,064
New +$363K 0.13% 92
2025
Q3 		– Sell
-1,322
Closed -$469K – 155
2025
Q2 		$469K Buy
1,322
+364
+38% +$127K 0.16% 91
2025
Q1 		$336K Sell
958
-83
-8% -$28.1K 0.13% 115
2024
Q4 		$329K Buy
1,041
+74
+8% +$22.3K 0.13% 112
2024
Q3 		$266K Hold
967
– – 0.1% 140
2024
Q2 		$254K Hold
967
– – 0.11% 130
2024
Q1 		$270K Sell
967
-1
-0.1% -$276 0.11% 127
2023
Q4 		$252K Sell
968
-413
-30% -$102K 0.13% 126
2023
Q3 		$318K Buy
1,381
+458
+50% +$110K 0.14% 105
2023
Q2 		$219K Sell
923
-438
-32% -$100K 0.11% 108
2023
Q1 		$307K Sell
1,361
-349
-20% -$77.7K 0.18% 95
2022
Q4 		$355K Hold
1,710
– – 0.25% 87
2022
Q3 		$304K Buy
1,710
+19
+1% +$3.87K 0.29% 81
2022
Q2 		$333K Buy
1,691
+175
+12% +$36.2K 0.31% 74
2022
Q1 		$336K Sell
1,516
-32
-2% -$6.92K 0.28% 80
2021
Q4 		$335K Buy
+1,548
New +$332K 0.25% 77

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Carmel Capital Partners's V Position: Q2 2026 in Review

Carmel Capital Partners increased its Visa (V) stake by 0.19% in Q2 2026, buying an estimated $642 and bringing the position to 1,051 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #95.

Carmel Capital Partners first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $469K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Carmel Capital Partners held 1,051 shares of Visa worth $361K as of Q2 2026.
  • Carmel Capital Partners bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.12% of Carmel Capital Partners's portfolio in Q2 2026, its #95 holding.
  • Carmel Capital Partners first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Carmel Capital Partners's Visa position peaked at $469K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.